See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,448 | $202,432-91.4% | $169,368-89.7% | $139,434-87.5% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.1%+14.5pp | 80.3%+11.3pp |
| Annual return | 22.32% | 531.74%-509.4pp | 405.60%-383.3pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,463 | $4,692-68.8% | $4,013-63.5% | $4,751-69.2% |
| Participant deferral / active EE | $3,575 | $6,938-48.5% | $6,221-42.5% | $6,710-46.7% |
| Admin fee / account holder | $103 | $10,708-99.0% | $9,003-98.9% | $11,403-99.1% |